Research & Insights
Industry Insights
DEFENSE
Defense Stocks: Unlocking Potential in a Changing World
The defense industry plays a crucial role in national and international security by …
DEFENSE
Defense Stocks: Unlocking Potential in a Changing World
The defense industry plays a crucial role in national and international security by providing the capabilities and technologies necessary
COMMODITY PRODUCERS
Copper: A Commodity for the Modern World
Over the next few decades, copper demand is expected to increase significantly as …
COMMODITY PRODUCERS
Copper: A Commodity for the Modern World
Over the next few decades, copper demand is expected to increase significantly as a result of several factors.
COMMODITY PRODUCERS
Lithium: A Critical Resource for Electric Mobility
Today, the vast majority of electric vehicles (EVs) use lithium-ion batteries. These batteries …
COMMODITY PRODUCERS
Lithium: A Critical Resource for Electric Mobility
Today, the vast majority of electric vehicles (EVs) use lithium-ion batteries. These batteries have a high power-to-weight ratio
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role …
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role in investor portfolios. Over the long term,
Research Insights
THOUGHTS FROM THEMES
AI: A $4.8 Trillion Industry By 2033?
Semiconductors or “chips” are playing a major role in the artificial intelligence (AI) …
THOUGHTS FROM THEMES
AI: A $4.8 Trillion Industry By 2033?
Semiconductors or “chips” are playing a major role in the artificial intelligence (AI) revolution we are experiencing today. Responsible for
THOUGHTS FROM THEMES
AI Chips: Highlights From Recent Earnings
Semiconductors or “chips” are playing a major role in the artificial intelligence (AI) …
THOUGHTS FROM THEMES
AI Chips: Highlights From Recent Earnings
Semiconductors or “chips” are playing a major role in the artificial intelligence (AI) revolution we are experiencing today. Responsible for
THOUGHTS FROM THEMES
ARM Holdings: Shaping the Future of Computing
In the continually evolving world of computing, few companies wield influence like Arm …
THOUGHTS FROM THEMES
ARM Holdings: Shaping the Future of Computing
In the continually evolving world of computing, few companies wield influence like Arm Holdings. Known for its high-performance, power-efficient
THOUGHTS FROM THEMES
Why Tesla’s Stock Rose Despite Dismal Q1 Earnings
When Tesla, Inc (TSLA) reported its first quarter (Q1) 2025 results on the …
THOUGHTS FROM THEMES
Why Tesla’s Stock Rose Despite Dismal Q1 Earnings
When Tesla, Inc (TSLA) reported its first quarter (Q1) 2025 results on the 22nd of April, the company’s top and
